Schwab Charles (SCHW) Invested Capital (2009 - 2025)

Schwab Charles' Invested Capital history runs 13 years deep, the most recent figure standing at $1.9 billion for Q4 2025.

• In Q4 2025, Invested Capital changed N/A year-over-year to $1.9 billion; the TTM figure through Mar 2026 stood at $1.9 billion (changed N/A YoY), while the FY2025 annual figure was $1.9 billion, changed N/A from the prior year.
• Invested Capital for Q4 2025 stood at $1.9 billion, up from $248.0 million in the prior quarter.
• The five-year high for Invested Capital was $4.9 billion in Q4 2021, with the low at $248.0 million in Q4 2022.
• The 3-year median for Invested Capital is $2.5 billion (2021), against an average of $2.4 billion.
• Peak annual rise in Invested Capital reached 69.36% in 2022, while the deepest fall reached 94.89% in 2022.
• Schwab Charles' Invested Capital stood at $4.9 billion in 2021, then plunged by 94.89% to $248.0 million in 2022, then jumped by 651.21% to $1.9 billion in 2025.
• Business Quant data shows SCHW's Invested Capital at $1.9 billion in Q4 2025, $248.0 million in Q4 2022, and $500.0 million in Q3 2022.